Middleton & Co
STIP icon

Middleton & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Middleton & Co’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$818K Buy
8,201
+4,100
+100% +$413K 0.09% 103
2026
Q2 		$419K Hold
4,101
– – 0.04% 128
2026
Q1 		$424K Hold
4,101
– – 0.05% 119
2025
Q4 		$420K Sell
4,101
-2,740
-40% -$282K 0.04% 122
2025
Q3 		$707K Hold
6,841
– – 0.08% 104
2025
Q2 		$704K Hold
6,841
– – 0.08% 106
2025
Q1 		$708K Hold
6,841
– – 0.08% 102
2024
Q4 		$688K Hold
6,841
– – 0.08% 102
2024
Q3 		$693K Hold
6,841
– – 0.08% 104
2024
Q2 		$681K Sell
6,841
-22
-0.3% -$2.18K 0.08% 100
2024
Q1 		$682K Buy
+6,863
New +$678K 0.08% 104

Other funds holding STIP

Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return
Keating Investment Counselors
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
Austin Asset Management
Austin Asset Management Austin, Texas $747M AUM 16.97% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Middleton & Co's STIP Position: Q3 2026 in Review

Middleton & Co increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 100% in Q3 2026, buying an estimated $413K and bringing the position to 8,201 shares worth $818K. The position accounts for 0.09% of the portfolio, ranked #103.

Middleton & Co first reported a position in STIP in Q1 2024 and has held it in 11 quarters since. 383 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

  • Middleton & Co held 8,201 shares of iShares 0-5 Year TIPS Bond ETF worth $818K as of Q3 2026.
  • Middleton & Co bought 4,100 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $413K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.09% of Middleton & Co's portfolio in Q3 2026, its #103 holding.
  • Middleton & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and has held it in 11 quarters since.
  • 383 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Middleton & Co's 13F filing for Q3 2026, filed 23 Oct 2026.